Filed July 1, 2010 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,214 | $40,256+94.3% | $57,343+36.4% | $59,632+31.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 3.17% | 27.49%-24.3pp | 24.39%-21.2pp | 2041.28%-2038.1pp |
| Employer contribution / active EE | $1,047 | $1,922-45.5% | $2,689-61.1% | $2,203-52.5% |
| Participant deferral / active EE | $4,032 | $2,399+68.1% | $3,162+27.5% | $3,192+26.3% |
| Admin fee / account holder | $3,388 | $2,818+20.2% | $3,356+1.0% | $4,297-21.2% |